Client Service Principal

4 days ago

Boston, United States Atlantic Group Full time

Position Overview

A Client Service Principal is sought to manage and strengthen client relationships by delivering exceptional service and proactive communication. This role serves as a liaison between clients and internal teams, ensuring client satisfaction, retention, and operational efficiency. The position will act as a point of escalation for investment teams managing client portfolios while contributing to the development of operational processes and procedures.


Responsibilities

  • Supervise staff handling daily operations for client portfolios.
  • Ensure the accuracy and timeliness of client deliverables, including reports, statements, and reconciliations.
  • Enforce compliance with operational procedures and standards.
  • Provide mentorship and coaching to junior team members.
  • Conduct performance evaluations for assigned mentees.
  • Serve as an escalation point for operational inquiries from client teams.
  • Deliver a client-focused approach, ensuring best-in-class service.
  • Address client inquiries, issues, and concerns promptly.
  • Identify opportunities to improve the client experience proactively.
  • Oversee and ensure accuracy in portfolio actions and investment execution.
  • Approve wire transfers, execution instructions, and alternative investment documents prepared by junior staff.
  • Collaborate with internal teams, such as Compliance and Legal, to manage client relationships effectively.
  • Act as a client advocate during internal discussions to ensure their interests are prioritized.
  • Work with internal teams to deliver seamless client service.
  • Recommend and implement improvements to client service processes.
  • Collaborate on process improvement initiatives across teams.
  • Support strategic and tactical projects related to client service systems.
  • Ensure adherence to information security policies and raise concerns as needed.
  • Identify and mitigate risks related to client accounts and operational processes.
  • Collaborate with global operations to enhance risk controls based on industry standards and regulatory updates.


Qualifications

The ideal candidate will have a strong focus on detail, organizational skills, and problem-solving capabilities, combined with the ability to perform in a fast-paced environment.

  • Minimum 8 years of experience in investment operations or financial services, with at least 5 years in client service.
  • Experience working with OCIO clients or high-net-worth individuals is preferred.
  • Prior supervisory or management experience.
  • Proven ability to manage multiple priorities effectively.
  • Strong analytical, organizational, and communication skills.
  • Proficiency in financial analysis tools, CRM systems, and MS Office Suite.
  • Demonstrated leadership and interpersonal skills.
  • Commitment to professionalism, integrity, and a collaborative team approach.

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